WA

Wealthstream Advisors Portfolio holdings

AUM $661M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.07M
3
+$1.02M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$430K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$342K

Top Sells

1
+$1.95M
2
+$547K
3
+$529K
4
BA icon
Boeing
BA
+$463K
5
BAC icon
Bank of America
BAC
+$428K

Sector Composition

1 Technology 5.42%
2 Communication Services 1.97%
3 Consumer Discretionary 1.87%
4 Financials 1.79%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
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